World Affairs - 世界を読む日記

Japan Burned Through 45 Days of Oil Reserves. What Comes Next?

Japan led the largest coordinated oil reserve release in IEA history, committing 80 million barrels to stabilize markets after the Hormuz blockade. With a second release of 20 more days now confirmed, the question shifts from crisis management to a structural reckoning with Japan's energy future.

2026.04.21

Economy & TradeEnglishWorld Affairs

“Deport Them and the Jobs Come Back” — Why Every Data Point Says Otherwise

Goldman Sachs reports an 80% collapse in US net immigration under Trump's second-term crackdown. As agriculture sheds 155,000 workers and net population outflow hits levels unseen since the Great Depression, the policy's economic toll is becoming impossible to ignore.

2026.04.21

Economy & TradeEnglishWorld Affairs

What the Number “3.1%” Is Really Hiding

The IMF's April 2026 World Economic Outlook cut global growth to 3.1%, but the headline number masks a far darker range of scenarios. With the Strait of Hormuz blockade driving the largest oil supply disruption in history, the worst-case path leads to a 2% global recession.

2026.04.21

Economy & TradeEnglishWorld Affairs